Summary
Overview
Work History
Education
Skills
Timeline
Generic
Honorata Góralik

Honorata Góralik

Koszalin

Summary

Dynamic and results-driven professional with extensive experience in sales management, financial advisory, and customer service within the banking industry. Proven track record of achieving sales targets, building high-performing teams, and delivering exceptional customer satisfaction. Skilled in providing personalized financial advice, analyzing client needs, and presenting tailored solutions. Strong communicator with a commitment to fostering positive work environments and promoting a culture of teamwork and excellence. Eager to leverage expertise to drive business growth and contribute to the success of a forward-thinking organization.

Overview

17
17
years of professional experience

Work History

Provident Poland

Sales And Customer Relations Manager
04.2015 - Current

• Achieved sales targets within my area.

• Developed strategy and action plans at the regional level.

• Provided quality customer service including handling complaints.

• Recruited and built a two-level team of Advisors, sought talented candidates, and ensured their effective onboarding.

• Motivated the team, fostered engagement, and ensured excellent preparation for selling all products.

• Ensured effective communication within the team, informing them about goals, challenges, and plans, fostering an open feedback culture.

• Maintained the company's impeccable reputation in line with KNF regulations.

• Actively participated in local and company-wide projects and initiatives.

Financial Advisor

Expander
06.2014 - 03.2015

• Serviced customers in the areas of mortgage loans, personal loans, regular savings products, and insurance.

• Provided professional financial advice to clients, including analyzing their needs and financial situations.

• Prepared and presented financial proposals tailored to clients individual needs and preferences.

• Built long-term relationships with clients through high-quality service and professionalism.

• Monitored the financial market and product innovations to ensure clients received up-to-date knowledge and high-quality advice.

Financial Advisor

Open Finance S.A
05.2013 - 06.2014

• Serviced customers in the areas of mortgage loans, personal loans, regular savings products, and insurance.

• Provided professional financial advice to clients, including analyzing their needs and financial situations.

• Prepared and presented financial proposals tailored to clients individual needs and preferences.

• Built long-term relationships with clients through high-quality service and professionalism.

• Monitored the financial market and product innovations to ensure clients received up-to-date knowledge and high-quality advice.

Retail Customer Advisor With Cashier Function

Credit Agricole Bank Polska S.A
01.2012 - 11.2012

• Serviced customers in the bank branch, providing comprehensive assistance and advice on various financial products and services.

• Conducted cash transactions such as deposits and withdrawals.

• Provided information regarding banking products and services, including loans, bank accounts, deposits, and investments.

• Handled account openings and closures, as well as payment card services for customers.

• Resolved customer complaints and issues.

• Collaborated with other bank departments to ensure comprehensive customer service.

• Actively promoted banking products and services to increase customer loyalty and achieve sales targets.

• Worked in accordance with bank procedures and standards to ensure compliance with regulations and high-quality customer service.

Financial Advisor

Expander
08.2008 - 05.2011

• Serviced customers in the areas of mortgage loans, personal loans, regular savings products, and insurance.

• Provided professional financial advice to clients, including analyzing their needs and financial situations.

• Prepared and presented financial proposals tailored to clients individual needs and preferences.

• Built long-term relationships with clients through high-quality service and professionalism.

• Monitored the financial market and product innovations to ensure clients received up-to-date knowledge and high-quality advice.

Retail Customer Advisor With Cashier Function

Eurobank
08.2007 - 05.2008

• Serviced customers in the bank branch, providing comprehensive assistance and advice on various financial products and services.

• Conducted cash transactions such as deposits and withdrawals.

• Provided information regarding banking products and services, including loans, bank accounts, deposits, and investments.

• Handled account openings and closures, as well as payment card services for customers.

• Resolved customer complaints and issues.

• Collaborated with other bank departments to ensure comprehensive customer service.

• Actively promoted banking products and services to increase customer loyalty and achieve sales targets.

• Worked in accordance with bank procedures and standards to ensure compliance with regulations and high-quality customer service.

Education

Postgraduate Studies - Real Estate Management

University of Technology
Koszalin
07.2015

Master's Degree - Economics

University of Technology
Koszalin
06.2013

Bachelor's Degree - Economics

ALMAMER Higher School
Warsaw
03.2007

Skills

  • Relationship Building
  • Organization
  • Cultural Awareness
  • Interpersonal Communication
  • Clerical Support
  • Analytical Thinking
  • Data Management
  • Team building
  • Written Communication
  • Troubleshooting
  • Supervision and leadership
  • Organizational Skills
  • Critical Thinking
  • Friendly, Positive Attitude
  • Calm Under Pressure

Timeline

Provident Poland

Sales And Customer Relations Manager
04.2015 - Current

Financial Advisor

Expander
06.2014 - 03.2015

Financial Advisor

Open Finance S.A
05.2013 - 06.2014

Retail Customer Advisor With Cashier Function

Credit Agricole Bank Polska S.A
01.2012 - 11.2012

Financial Advisor

Expander
08.2008 - 05.2011

Retail Customer Advisor With Cashier Function

Eurobank
08.2007 - 05.2008

Postgraduate Studies - Real Estate Management

University of Technology

Master's Degree - Economics

University of Technology

Bachelor's Degree - Economics

ALMAMER Higher School
Honorata Góralik